Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LARSON FINANCIAL GROUP LLC | 08-01-2024 | 06-30-2024 | 2433 | 1,466,914,524 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P MC 400VL ETF | 801 | $66,916 | 590 | 0.00 | 0.00 | 1 | 0.17 | 06-30-2024 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 802 | $66,834 | 1,274 | 0.00 | 1,274 | +Inf | 06-30-2024 | |
| FEDERAL AGRIC MTG CORP | CL C | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | 0.58 | 06-30-2024 |
| ISHARES TR | ESG SCRD S&P MID | 804 | $65,906 | 1,666 | 0.00 | 0.00 | 1,280 | 331.61 | 06-30-2024 |
